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💳 Credit Card Financial Dashboard

This Power BI project presents a comprehensive financial dashboard built using credit card transaction and customer data. It provides key insights into customer behavior, spending patterns, and financial performance metrics — ideal for business intelligence, marketing strategy, and executive reporting.


📊 Project Overview

Tool Used: Power BI
Dataset:

  • credit_card.csv – Transaction-level financial data
  • customer.csv – Customer demographic and profile data
  • Credit_Card_Project.pdf – Project documentation and design overview

📈 Dashboard Features

  • Customer Segmentation by age, income, and card type
  • Spending Analysis across categories and time periods
  • Credit Utilization Trends and payment behavior
  • Geographic Distribution of customers
  • Interactive Filters for dynamic exploration
  • KPIs for revenue, active users, and churn risk

📁 File Structure

Credit-Card-Financial-Dashboard/

│ ├── credit_card.csv # Transaction-level financial data
├── customer.csv # Customer demographic and profile data
├── Credit_Card_Project.pdf # Project documentation and design overview
├── Dashboard.pbix # Power BI dashboard file
└── README.md # Project overview and instructions


📷 Sample Visuals

Include screenshots of your Power BI dashboard here to showcase key visuals like:

  • Customer segmentation pie chart
  • Monthly spending bar chart
  • KPI cards and slicers
  • Geo map of customer distribution

🚀 How to Use

  1. Open Dashboard.pbix in Power BI Desktop
  2. Connect to the CSV files if prompted
  3. Explore the dashboard using filters and visuals
  4. Refer to Credit_Card_Project.pdf for design logic and business goals

📊 Dashboard Outputs

🖥️ Credit Card Customer Report

Dashboard Overview)

💳 Credit Card Transition Report

Transition Summary

🎯 Business Use Cases

  • Targeted marketing campaigns
  • Credit risk assessment
  • Customer loyalty tracking
  • Financial forecasting

About

This project shows a detailed analysis of credit card customers and their spending habits using Power BI. It helps understand how people use their cards, how much revenue is generated, and which customer groups are most valuable.

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